Skip to content

MOAT VANECK ETF TRUST

Follow

MRNGSTR WDE MOAT (fund)

687 managers (693 13F filers) reported a position in MOAT shares at 2025-06-30, 80,892,771 shares in all. 42 filers opened a position and 51 filers sold out during the quarter.

Managers
687
13F filers
693
New
42
Added
166
Reduced
366
Sold out
51
Shares held by filers
80,892,771

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\795$74.6K<0.01%new13F-HRTimelineGroup
Rise Advisors, LLC758$71.1K0.03%013F-HRTimeline
Truvestments Capital LLC742$69.6K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.737$69.1K0.03%+26813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.714$67K0.03%-10513F-HRTimeline
SIGNATUREFD, LLC700$65.7K<0.01%013F-HRTimeline
Glassman Wealth Services691$64.8K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …660$62K<0.01%013F-HR/ATimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…650$61K0.01%+35013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC606$56.8K<0.01%013F-HR/ATimelineGroup
Clearstead Advisors, LLC600$56.3K<0.01%013F-HRTimeline
MASECO LLP584$54.8K<0.01%13F-HRTimeline
Bellwether Advisors, LLC569$53.4K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.488$45.7K<0.01%013F-HRTimelineGroup
Fairman Group, LLC475$44.5K0.04%013F-HRTimeline
Rosenberg Matthew Hamilton458$43K0.01%-5013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd450$42.2K<0.01%013F-HRTimelineGroup
Centerpoint Advisors, LLC450$42K0.01%-6613F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA447$41.9K<0.01%new13F-HRTimelineGroup
Hartford Financial Management Inc.431$40.4K0.01%+8013F-HRTimeline
VISION FINANCIAL MARKETS LLC429$40.2K0.04%013F-HRTimeline
Sound Income Strategies, LLC422$39.6K<0.01%-11213F-HRTimeline
Salomon & Ludwin, LLC400$38.5K<0.01%013F-HRTimeline
Addison Advisors LLC405$38K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS382$35.8K<0.01%-7113F-HRTimelineGroup
Strategic Wealth Partners, Ltd.370$34.7K<0.01%13F-HRTimeline
Headlands Technologies LLC366$34.3K<0.01%-63213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp360$33.8K<0.01%new13F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.327$30.6K<0.01%+27113F-HRTimelineGroup
Intelligent Financial Strategies323$30.3K0.02%new13F-HRTimeline
Plante Moran Financial Advisors, LLC322$30.2K<0.01%013F-HRTimeline
Pflug Koory, LLC309$29K0.01%013F-HRTimeline
Transce3nd, LLC308$28.9K0.01%-16813F-HRTimeline
GODSEY & GIBB, INC304$28.5K<0.01%013F-HRTimeline
Keystone Global Partners, LLC302$28.3K0.02%new13F-HRTimeline
Clearstead Trust, LLC301$28.2K0.01%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC300$28.1K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC300$28K<0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.283$26.5K0.02%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …277$26K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC275$25.8K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.274$25.7K<0.01%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.270$25.3K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC250$23.4K<0.01%-4013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP241$23K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC234$21.9K0.01%013F-HRTimeline
GAMMA Investing LLC230$21.6K<0.01%-77513F-HRTimeline
TSFG, LLC221$21K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…212$19.9K<0.01%-27513F-HRTimelineGroup
Cherry Tree Wealth Management, LLC209$19.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC204$19.1K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT200$18.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC200$18.8K<0.01%-2,57813F-HRTimeline
Rossby Financial, LCC198$18.6K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC194$18.2K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC188$17.6K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners187$17.5K<0.01%-10513F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV175$16K<0.01%-33,80113F-HRTimeline
MassMutual Private Wealth & Trust, FSB168$15.8K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC165$15.5K<0.01%013F-HRTimeline
Avion Wealth167$15K<0.01%-1,61913F-HR/ATimeline
Qube Research & Technologies Ltd159$14.9K<0.01%-3,62913F-HRTimeline
Private Wealth Asset Management, LLC132$12.4K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.125$11.6K0.01%new13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.122$11.4K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC115$10.8K<0.01%-6513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC94$9.13K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA93$8.72K<0.01%new13F-HRTimelineGroup
BFSG, LLC90$8.44K<0.01%-13513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC85$7.97K<0.01%013F-HRTimeline
Archer Investment Corp83$7.79K<0.01%013F-HRTimeline
MCF Advisors LLC81$7.6K<0.01%+4313F-HRTimeline
Cornerstone National Bank & Trust Co77$7.22K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co72$6.75K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC68$6.38K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.62$5.82K<0.01%-813F-HRTimeline
Pineridge Advisors LLC62$5.8K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC61$5.75K<0.01%new13F-HRTimeline
New Millennium Group LLC31$2.91K<0.01%013F-HRTimeline
Bullock Wealth Management Group13$1.24K<0.01%new13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd10$938<0.01%013F-HR/ATimelineGroup
SouthState Bank Corpin group SouthState Bank Corp8$750<0.01%-1,80313F-HRTimelineGroup
Coastline Trust Co6$563<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALERUS FINANCIAL NA5$469<0.01%new13F-HRTimeline
Goodman Advisory Group, LLC5$469<0.01%-63,21413F-HRTimeline
REAP Financial Group, LLC5$469<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.